Enterprise Case Management and Student Success Solution
Overview
Fit Score
Settle Intelligence
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SUMMARY
KEY REQUIREMENTS
BUDGET
EstimateCONTRACT DURATION
TIMELINE
RFP Issue Date: March 13th, 2026
Deadline for Questions: March 20th, 2026
Deadline for Issuing Addenda: March 23rd, 2026
Submission Deadline: April 3rd, 2026
Anticipated Ranking of Proponents: April 10th, 2026
Product Demonstrations: Week of April 20th-24th, 2026
Contract Negotiation Period: 3 business days
Anticipated Execution of Agreement: As soon as possible following award
Contract Signing: Immediately after vendor selection
Sandbox Environment Provision: Within 30 days of contract execution
Initial Planning and Configuration Workshops: By May 22nd, 2026
System Build, Configuration, and Deployment (including data migration): By July 23rd, 2026
Integration with Dalhousie Systems: By July 23rd, 2026
End User Testing: By August 13th, 2026
System Go-Live and Post Go-Live Support: By August 15th, 2026
ERezLife Replacement Target Date: August 15th, 2026
QUESTION DEADLINE
Issuing Agency
Dalhousie University
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
The agency is seeking a vendor to provide and implement an enterprise case management and student success solution, delivered as a SaaS (Software as a Service) product. The solution will be deployed across multiple units within the agency and is intended to streamline case intake, automate workflows, support reporting and compliance, and integrate seamlessly with existing agency systems.
Key requirements include the ability to enable structured case intake through configurable forms, workflow automation for handling cases from intake through to resolution, and role-based secured access to ensure appropriate privacy protections. The system must allow for shared documentation, structured referrals, collaborative case management, and must support case notes, attachments, and comprehensive communication tracking. Additionally, the platform should include tools for customizable dashboards, reports, and early alert indicators for academic or behavioral concerns, facilitating timely outreach to students. Integration capabilities with both current and future campus technology systems are essential. The contract for this solution will span three years.
All vendor questions must be submitted by March 20, 2026.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.